The Coming Tax Risk Webinar

Aug 3, 2023 | Events

Attention HENRYs (High Earners, Not Rich Yet)! Are you aware of the impending tax storm that could impact your hard-earned retirement funds? Brace yourself for the groundbreaking online event: “The Coming Tax Risk” webinar. About the Webinar: Policy changes set to...

Ask a Financial Advisor and an Estate Attorney Live Q&A

Aug 3, 2023 | Events

Details coming soon! Count Down Day(s) : Hour(s) : Minute(s) :...

The “Artificial” Magic in the Stock Market Rally

Jul 29, 2023 | In the News

Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...

Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1

Jul 20, 2023 | Financial Planning, Podcast

Today we are thrilled to be joined by Merrell Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the...

Investing During a Recession: Avoiding a “Self-inflicted Recession”

Jun 29, 2023 | In the News

Key Takeaways o Many investors today are worried about a recession. o For investors with longer time horizons, investing during a recession is almost unavoidable. o The good thing is that for long-term investors staying invested matters more than a recession....